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Spotlight Innovators
missions and live accounts from processing networks.
It's simple and easy to get started with IRIS CRM and With over 30 current integrations, IRIS CRM also of-
using the residual income module, just follow these fers robust reporting for clients in formats conducive
steps: to determining productivity and growth. Clients do
not install IRIS CRM, but instead access it through
Step 1 – Sign up with IRIS CRM to start a free 30- a secure website built and hosted by IRIS CRM, a
day trial. No credit card is required. Step 2 – Work certified PCI Level 1 Compliant Service Provider.
with the IRIS CRM implementation team to upload
and map out your residual reports from your pro- Headquartered in Brooklyn, New York, IRIS CRM
cessors. Step 3 – Verify the initial calculations and offers a fast-paced and stimulating corporate culture
ensure all of the templates and user split assignments and a team environment that leverages the latest
are correct. Step 4 – Start enjoying your automated technologies to deliver reporting and business pro-
residual calculations! cess automation services to our clients in the payment
processing industry.
About IRIS CRM
Integrated Reporting is Simple (IRIS CRM) is a A typical client is an ISO that is looking to consoli-
premier sales automation software company servic- date their day to day operations into a single tool.
ing clients in the payments industry. The platform IRIS CRM provides a single portal to handle every
was created for ISOs (sellers of electronic payment process from the time that a lead is a seed - all the
services) to track leads, appointments, tickets, com- way through the lifespan of an account.
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